How to read Equity awards Excel Report?

 

💡 How to download Equity awards report to your computer?

1️⃣ Go to the Cap table

2️⃣ Click on button Export, then Export equity awardsCleanShot 2021-12-21 at 18.00.06@2x
3️⃣This downloads an Excel file listing your equity awards.

 

Each row of this file details an equity grant operation. Here is how to read information in each column.

  1. Year → Year when the security was granted.
  2. Grant date → Date when security was granted.
  3. Name → Name of the security holder.
  4. Email → e-mail address of the security holder.
  5. Security → Security name, as you defined it within Equify.
  6. Type → Security type. Examples: warrant, free share... 
  7. Pool → Pool that has been decremented by the grant.
  8. Granted quantity → Quantity granted to the holder, as initially specified in the equity awards plan.
  9. Current granted quantity → Quantity granted to the holder, adjusted post subdivision, if any. 
  10. Ratio → Number of shares entitled by each granted security. This is known within Equify as conversion ratio.
  11. Exercise price → Price to pay for exercising a security, as initially defined in the equity awards plan. 
  12. Current exercise price → Exercise price, adjusted post subdivision, if any.
  13. Start date → Vesting start date.
  14. Full vesting date → Date when all securities will be vested.
  15. Expiration date → Latest date to exercise granted securities. 
  16. Vested → Count of vested securities to date.
  17. Exercised → Count of exercised securities to date.
  18. Exercisable → Count of exercisables securities to date. For most equity plans, this corresponds to all vested securities that have not been lost nor exercised yet.
  19. Lost → Count of vested securities that have not been exercised and cannot be exercised anymore. 
  20. Under vesting → Quantity not vested yet
  21. Outstanding → Exercisable quantity plus quantity under vesting.
  22. Corresponding shares → Outstanding multiplied by conversion ratio.